Help center Core configuration Account setup Review billing, invoices and subscription changes Updated Thursday, October 29, 2026 · Marcel Gravelle Billing provides a single place to inspect subscription information, recent invoices and the available account-management actions. Use the displayed quote or provider checkout to review commercial changes before committing to them. Applies to: Supportbench Core. Location: Settings → Account → Billing & invoices. Access and available controls depend on your role and account capabilities. Before you begin You need access to Billing & invoices and the specific account action you intend to use. Available subscription actions depend on the account.Identify whether you need an invoice, a billing-contact correction or a commercial change. These are different actions; do not start checkout just to inspect an invoice.Review the saved result and a controlled example in the consuming workflow. Configuration, customer access and actual delivery or processing are separate checks. Configure and verify Open Settings → Account → Billing & invoices. Review Overview and the displayed plan/agent information.For an invoice, locate the relevant row in Billing history and inspect its available details or link. The screen contains the latest 24 invoices; absence from that limited history is not proof that an older invoice never existed.To correct the billing contact, choose Update in Billing information. Review First name, Last name, Phone, Email and address fields, choose Save Changes and verify the saved result.For an agent-count change, start from Authorized agents and follow only the action offered for your subscription. Review the quantity, price, terms and confirmation actually offered by the provider before accepting a paid change.Use Manage subscription or the displayed monthly/yearly-plan action only for the intended account change. Move billing to Chargebee and cancellation are separate supported requests with their own confirmation.If requesting cancellation, read Cancel account and Request cancellation carefully and retain the resulting confirmation. A submitted cancellation request is not evidence that service or billing ended immediately. Settings reference Account billingSettingWhat it controlsHow to chooseSubscription overviewShows the account’s plan, payment and agent-count information.Use current displayed values; do not infer prices from an older guide.Invoice historyRead-only history of the latest 24 invoices.Open the relevant invoice when reconciling charges.Billing contactContact details used for billing.Keep the responsible billing contact current.Billing portalOpens the supported provider portal.Review the destination and available actions before changing payment details.Authorized agents / offered subscription actionPrepares the supported agent-count change and checkout.Inspect quantity, price and terms before confirming a purchase.Migration / Cancellation requestStarts the corresponding supported account request.Read the request details; a cancellation request is not proof that the subscription ended immediately. Behavior to knowInvoice inspection and contact maintenance are separate from paid checkout, migration and cancellation actions.This guide does not specify prices or promise billing outcomes; the live quote, contract and provider confirmation govern the transaction. Recommended use Keep the responsible billing contact current so the right person receives account notices.Compare the exact invoice period and subscription details before drawing conclusions about a charge.Use the live quote, contract and provider confirmation for commercial decisions; this guide does not set prices or guarantee an effective date. Worked example Locate the month’s invoice in the recent history.Compare it with the displayed plan and agent information.If the billing contact is outdated, update that contact and verify the saved details. Troubleshooting ProblemWhat to checkAn older invoice is absentBilling history is bounded to the latest 24. Use the supported account/provider process to locate older records.A colleague cannot see a billing actionCheck their authorized billing access and the account’s subscription capabilities.The billing-contact edit did not change the planExpected. Contact maintenance is separate from checkout or a subscription change.The agent count or price differs from an expectationInspect the current account values and the actual offered quote before confirming; do not rely on historical guide examples.Cancellation was requested but the account remains activeReview the request/provider confirmation and effective terms. Request submission does not promise immediate termination. Related configuration Organization → Configure agents, profiles and availabilityAccount → Enable and review feature modulesAdd agent capacity and onboard teammates with the right billing checksConfigure agents, profiles and availability Was this article helpful? Yes No Thank you for your feedback.